Configure Opportunities

Configuring the Opportunity object for text messaging requires just a few steps.  You will need to create one new field and then make some modifications to your Opportunity page layout(s).

A phone field is required on any object you want to use for text messaging.  Opportunities do not come with a standard phone field, so you will need to ensure that you have created at least one custom phone field on the Opportunity object.

Lightning

The first step you need to complete is to create a new Do Not SMS field for the Opportunity object.  By default, this field is not included with the Textey package.  However, creating this field in your org will allow it to function properly.

Go to Setup > Object Manager > Opportunity.

Click Fields and Relationships.  Click the New button.

Choose a Checkbox field type and click Next.  Give it the following properties:

  • Label: Do Not SMS
  • API Name: Do_Not_SMS

Click Next.  Ensure it's visible to the necessary profiles and click Next.

Click Save.

Page Layouts

Go to Setup > Object Manager > Opportunity.

Click Page Layouts, then choose the layout you want to modify.  This will open the Page Layout editor.

Fields

In the top section of the page layout editor, click Fields.  Then search for the Do Not SMS field that you just created.

Drag the Do Not SMS field onto your page layout and place it wherever you'd like.  It may already be on the layout, so in that case you can move it as needed. 

Related List (optional)

In the top section of the page layout editor, click Related Lists.

Search for the SMS Messages related list.

Drag the SMS Messages related list into the Related Lists section at the bottom of the page.  You can place it wherever you'd like.

Once it's on the page, click the Wrench icon to open the Properties for this related list.

Add these fields in the following order:

  1. Message Date
  2. Direction
  3. Message (Full)
  4. Status
  5. From Phone
  6. To Phone
  7. SMS Message Number

In the Sort By drop-down, choose SMS Message Number and Descending.

Click the plus sign (+) located in the Buttons section.

Uncheck the box next to New.  Then click Ok. 

Save the page layout.

Lightning Record Page Layout

While still in the Object Manager, click Lightning Record Pages located in the left-hand sidebar.

Click the name of the Lightning Page Layout you want to modify.

If you don't see any Lightning page layouts listed, click the New button.  Choose Record Page and click Next.  Provide a Label (i.e. Opportunity Layout), choose the Opportunity object, and click Next.  Click Clone Salesforce Default Page.  Choose Opportunity Record Page Default and click Finish.

You should now be in the Lightning App Builder.  On the left-hand sidebar you will see a list of Lightning Components.  Search for the Textey Messenger component.

Drag and drop the Textey Messenger component to add it anywhere on your page.  After adding it to the page you will see some configuration options on the right-hand side.  We recommend keeping the default Max Height of 400px, but you can modify this as needed.  If you've added the component to a sidebar choose the One Column option.  If you've added it to a wide section of the page you can select the Two Column option to maximize the space.

Click Save and then Activate your page.  You may need to refresh your browser for the changes to take effect.

Now you can navigate to an Opportunity record and you should see the Textey Messenger component on your page.

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